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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Current pay stubs, your tax returns and W2 Forms for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Life insurance policy
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
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Gershman Investment Corp. NMLS # 138063
8460 Birchwood Court, Suite 700, Johnston, IA  50131
Office:  (515) 330-2930
Fax:  (515) 330-2933
dabell@gershman.com
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